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@terrygolden7726

3 ай бұрын

Thats a quote from the head of the largest trading firm in hk when asked about importing to land of the low lo g hanging stench. He went on to say e essence that you will regret every penny earned exporting there . The case of lie where the ceo stole billions from the company to buy land to spice co screwing over foriegn shafe holders by saying only indians can own the stk tells you why you need to 86 the white mans burden when it comes to india and put in sanctions like southafrica had in the 80s ovee its horrible human rights record of being the worldslargest slaver and treating muslims like 9th class citzens.

@daipayanbhowal8914

3 ай бұрын

I'm also investor majority of the stock returns are in Railway equipment stocks, Power sector, PSBs, Fintech and PVC/Steel Pipes & Tubes , IT stock returns are very less

@pragathikumar9503

2 ай бұрын

The really big growth sectors in India will be infrastructure, real estate, defence manufacturing, space, automobile, renewable energy and services. The nutrition levels, hygiene standards, education quality, general ability to absorb technology, indigenous R&D are improving at an unprecedented rate. Besides it has an entrepreneurial and mercantile class which China has but a Pakistan doesn't. Guaranteed to grow in % terms more than China. India will partner with small high tech economies like Israel, Taiwan, Singapore to use their tech for manufacturing in India, benefit from much lower wages than in China and a massive local market. India is much more reliable now than few years ago

@hopnews_jr

2 ай бұрын

Democracy is nightmare for any business.. 5 year's certain rules tax.. After that may change.. Protest for every business, land accusation.. Pass tender through ages.. Also India is full of protesters, (muslim- 2% terrorist minded among them), also major Muslim country ready to attack, (Chinese involvement)

@thomasthomasphilp4393

2 ай бұрын

British thought India would disintegrate with its big diversity in languages and religions. Still India is intact with its largest democracy. White dudes never get it! India doesn't want to dominate the world like US. It wants to work together with other countries.

India does not need to take sides. India will stand on its ground.

@victorcretu7741

3 ай бұрын

India is always taking sides. India is on Russia's and Israel's side. Everyone sees it.

@AKumar-co7oe

3 ай бұрын

India has been a net exporter of food for decades, it currently provides free grains and legumes to 800 million people, and there have been no major famines since the British left. geo political expert needs to remove his head from his rectum

@arunsar7893

3 ай бұрын

That is hubris. Don't believe everything that Jaishankar literally says. He is doing his job, which is saying one thing but doing what suits India's interests. When India was non-aligned it really didn't matter which side India took as that didn't tip the balance. And the epicenter of great power conflict was in Europe. This time India is highly significant as a country and the epicenter of great power conflict is in Asia. As the conflict escalates, India will have to take sides. There will be no "standing on its ground".

@AKumar-co7oe

3 ай бұрын

@@keanphenglim5179 so you have a problem with the government arresting the criminals? what a strange mental illness

@shiulai5804

3 ай бұрын

America has sent its warnings. One is either on the table or on the menu. India "independent" days are numbered.

When he says Japan will gain from Airconditioning demands in India, it shows cluelessness about the Indian air conditioner market. Indian market is highly competitive with many players

@ummshivam

3 ай бұрын

My guy didn't even look into anything .

@prateeksharma6706

2 ай бұрын

In Indian AC market some 74% market share is held by Indian companies like voltas and bluestar not japanese that guy is just ignorant and biased person

@krishsangs6610

2 ай бұрын

@@prateeksharma6706 10% still makes you plenty money :-). Maybe that's what he means? TBH Inida is possible the only market that will keep the japanese alive...

@MrLee-gj2jz

2 ай бұрын

Japanese manufacturing is different from Europe, USA, China etc. when there is a demand surge in a target country, the Japanese would set up a factory and train locals. This template was followed by Japan for more than a century. So when everyone demands an aircon in India, Daikin, Mitsubishi, etc., will start factories in India. What Shapiro failed to mention is the rooftop solar scheme announced a couple of months back in India. Most Indians can afford ACs. It is the cost of running them that is prohibitive. The nation-wide net-metering scheme for should help improve affordability.

This conversation is interesting, because obviously one is India optimist and the other India pessimist, and both are non Indian.

@rka-truthalwayswins5127

2 ай бұрын

Non citizens can't know Luxembourg well; forget knowing India, a 10,000 years old civilzation!!

Major AC Companies are Indian brands such as Voltas and BlueStar, so we are not dependent on Japan for ACs

@ossiedunstan4419

3 ай бұрын

I don't buy anything from India as it worse quality than china`s crap. All india is doing is fuelling air, sea and land pollution and is threat to all life on earth.

@manjotsingh4195

3 ай бұрын

Look at compressor ....dum

@TheJohn222222

3 ай бұрын

@@manjotsingh4195 Voltas make their own compressor. and what with dumb joke are you a child.

@dodiraj1

3 ай бұрын

Indian Rupee was the official currency in UAE and even parts of East Africa till the 1960s.

@dodiraj1

3 ай бұрын

Indian Bonds are being included in J P Morgan and Bloomberg indices later this year. JP Morgan from 28th June 2024 and Bloomberg later in the year - probably December 2024

On the minorities, the true minorities are Jews, Parsis, Jains & Sikhs, who for the most part co-exist comfortably. If the Muslims [at 200 million, by no means a minority] nearly 90% of them or 180 million are native Hindus, who converted to Islam over the last 10 centuries but share a common culture. In this way Muslims in India ARE OUR OWN PEOPLE with whom we have co-existed for the last 10+ centuries, unlike the West.

@TamBramThankyouMam

2 ай бұрын

Everyone is a minority depending upon definitions. In the existing milieu, minority is defined on the basis of religion, but not for example on sexual orientation or neurodiversity or worldview (e.g. why are Sikhs a minority and not followers of vishishtadvaita philosophy?). I think an expansion of the definition of minority will make even the conversation around religious minorities more humanistic. Agree with you that Muslims are the same people infected with a different strain of mind virus.

@BigOil18

2 ай бұрын

The Islamic minority in the West is both racially / ethnically different and religiously different which makes the Islamist threat far greater in the West such as in the UK , France etc compared to India where the same genetic difference doesn't exist.

@TamBramThankyouMam

2 ай бұрын

@@BigOil18 Due to its Islamic minority, India has lost a third of its territory during the partition, dealt with incessant terrorism ever since, lives with the threat of nuclear annihilation, and has seen pakistan being used by China and the US as a proxy against India. I don't know what you mean by the threat is greater in Europe.

@abhijeet.singh19

2 ай бұрын

You forgot the asylum to buddists and dalai lama being in India

It takes time to come out of colonial hangover and west’s consistent penchant for divide and conquer strategy. I think India has the critical mass for hockey stick economic growth. UN agency just released a report saying India has just come out of extreme poverty. IMO India will never trust the west no matter how hard you try to spin. I live in the US and I see how quickly US is likely to decline along with its European cohorts. This is how the natural cycle works.

@chaitanyakada1341

3 ай бұрын

Very pleased with the analysis of Western analysts. Nice to see their SHALLOW understanding of Bharath. The less they understand us, the better it is for us. A host should always stay away from POTENTIAL PARASITES.. West had feasted on the flesh and blood of Thrid World countries for centuries and FATTENED themselves and now have taken up political, financial and moral leadership of Planet Earth. Parasitism is their core skill set !

@alanjenkins1508

3 ай бұрын

Its not a colonial hangover, but a rapid industrialisation hangover. It takes a time for people to go from farmers to city based consumers.

@ShikharRawat-ft6yd

2 ай бұрын

​@@alanjenkins1508it's colonial

You are talking so highly of Japan, and are pessimistic about India, I don’t know if you know but Japan is highly exposed in India. Your conversation made no sense to me.

@chaitanyakada1341

3 ай бұрын

Very pleased with the analysis of Western analysts. Nice to see their SHALLOW understanding of Bharath. The less they understand us, the better it is for us. A host should always stay away from POTENTIAL PARASITES.. West had feasted on the flesh and blood of Thrid World countries for centuries and FATTENED themselves and now have taken up political, financial and moral leadership of Planet Earth. Parasitism is their core skill set !

@msdadsfsx

2 ай бұрын

india is still poorer than many african nations,

Why do foreigners not like India or always try to patronise India is because we dont allow these guys to fool around earning quick money here.

@polaris1985

2 ай бұрын

they are just speaking the truth, deal with it.

@dasbidrohi

2 ай бұрын

Because we were a civilisation when they were barberians .. our problem was we became pacifist 1000 years ago

@polaris1985

2 ай бұрын

@@dasbidrohi bro stop joking, we burned alive women just because their husbands died, how can that not be considered barbaric?

@polaris1985

2 ай бұрын

@@mayankverma4806 withches were burned in 1400's , sathi happened in 1800's

@PradhanmantriBruhh

2 ай бұрын

More like the women burned themselves knowing that the enemy were necrophiles.​@@polaris1985

India actually needs judicial reforms. Everything else will fall in place with a efficient judiciary. If India improves contract enforcement then everything else becomes way less painful. All this investing pain in India comes from it’s dismal judiciary.

@pratikpatil6342

3 ай бұрын

Agricultural reforms.

@libshastra

3 ай бұрын

@@pratikpatil6342you can have the world's best agricultural policy but all of that becomes meaningless without strong contract enforcement. India's Judiciary is it's weakest link. 22,000 cases lying pending for more than a year at NCLT and NCLAT (Commercial courts) is sign of a non functional Judiciary.

@pratikpatil6342

3 ай бұрын

@@keanphenglim5179 Paid the compensation, not to silence her. And no one censors your comment.

@totallypointlessvideos3832

2 ай бұрын

Police reforms Agri reforms

@msdolly6101981

2 ай бұрын

Exactly. Speedy justice system is the need of the hour

What bull! India has ever since the green revolution been self sufficient in food In fact during covid india could feed labour and rural folk who could not have continuous employment the govt supplied food to 80 million people and continues to be committed to this programme for probably 1 more year And it's inflation is stable And it's bond market is taking off bcos of relisting by jp morgan

@madsam0320

3 ай бұрын

Why there’s high suicide rates among farmers and alarmingly reducing water tables after so many years of green revolution? Is it really sustainable?

@yushpi

2 ай бұрын

800 million

@dannycbe949

2 ай бұрын

Good point sirji!

@ShikharRawat-ft6yd

2 ай бұрын

​@siddharthsriram2685lol people consume it because free not because they can't afford it.

@Siddhx1

2 ай бұрын

@siddharthsriram2685 Cars pers 1000 people is not really a good statistic. Also just because 800 mil people took free food does not mean that they cant afford food. You clearly just hate the current govt. We cant have 800 cars per 1000 people for a country with 1.5 billion people. Its not sustainable. Only after the EV vehicle revolution is this sustainable and environment friendly. Now let me tell you a better statistic. India has 90%+ electrification of railways and the bulk of it done after 2014. So take your hate for Modi and shove it up your a** cuz he's here to stay

It is not farmers but candadian khalistanis protesting.

@totallypointlessvideos3832

2 ай бұрын

And they stopped as soon as government targeted oci. Proves that it was externally driven by the likes of Soros.

@sarvajanhitaay

2 ай бұрын

People need not defend every point. Even though you are right but we must understand the flaws of democracy as well. I am not saying that we need dictatorship like China. But we can use competitive environment between states to avoid such instances. We should use our diversity in favour of us, should be aware of fault lines and should stay vigilant for external force or anti-national hands.

@SumitPalTube

2 ай бұрын

Kuch bhi

India is the next superpower

@umbrellastudio7481

3 ай бұрын

​@@keanphenglim5179thanks for speaking the truth, but nobody cares, India will always like this.

@user-if1ur5td1x

2 ай бұрын

Did you misspell ... You meant superpooper?

Western mindset doesn’t get it that there could be other ways of life. It’s as religious fanatics say,”my way or highway”. The horse’s blinkers are so big that he can’t see anything next to it. Having opinion is great, but being narrow is not good. Western superpower model is just born after ww2. Eastern development was there for thousands of years. Take a deep breath, Go inwards, study more beyond the computer and books. We all are humans with different cultures and uniqueness. Make this world a beautifully curated garden not only tulip. Various methods and species gives life to a garden and less prone to disease attack. It’s true for almost every part of life. Out of the box and inclusiveness thinking are ways to go. We do need global standards, but that are evolved according to the local needs. One size doesn’t fit all sir!! Hope I didn’t hurt anyone. We all are one under the blue sky. Thank You 🙏

India is not looking to be manufacturing hub to take Fiat Dollars for 24 hours of work like Chinese. Government of India is looking beyond Dollars where we do not live in Fiat world, India will export only those things which only rich Europeans could buy, just like in the past.

@yaoliang1580

3 ай бұрын

Export your Indian curry powder

@swakal8868

3 ай бұрын

@@yaoliang1580 that was one main items during ancient times 😂

@yaoliang1580

3 ай бұрын

@@swakal8868 so ancient

@totallypointlessvideos3832

2 ай бұрын

It is a good strategy. No soil or water should be used to provide cheap products for others. It is enormously expensive. Digital services are much better to export

@totallypointlessvideos3832

2 ай бұрын

​@@yaoliang1580you just destroyed your own country to provide cheap products for the west. It is insane

The most important reforms are yet to be done. They are agriculture reforms and labor reforms. Hopefully, it will be done in Modi's third term.

@pratikpatil6342

3 ай бұрын

I am hoping the same.

@ShikharRawat-ft6yd

2 ай бұрын

This year after election agriculture reform which khalistani so called farmer are protesting lol 😂😂 funded by c1a

@ShikharRawat-ft6yd

2 ай бұрын

@siddharthsriram2685 yu dont know anything about money trail

I think, the analyst has made his opinion about India, and now finding ways to justify it. Instead of going the other way round. Rookie mistake! But we love naysayers. 1) I don't see how low percapita is a problem. Also, Haiti has $700 as per capita. Or $1728 in PPP terms. India has $2600 per capita or $10000 in PPP terms. Also, India has grown at 8% average post pandemic, which it is likely to sustain. 2) By 2030, India's GDP is estimated at $7t. With per capita doubling to $5000. 3) India has a state called UP which has almost the same per capita as Haiti. The difference is : UP has 10 cities with metros, 7 international airports, an upcoming bullet train corridor, Rapid transport system, 6 Expressways, An investment MOU worth $250b. That tells you about the India growth story. 4) Brazil 🇧🇷 in 2000 : $600b Today : $1.5t India 🇮🇳 in 2000 : $400b TODAY : $4t. India has grown quickly, it's just that it has been overshadowed by China's rise. 5) Farmer protest!!! You look at agriculture to drive growth? Manufacturing has grown at 11% this year. Services at 9%. 6) Indian index return (real and adj for currency depreciation) in the past 100 years are higher than USA and China

@paragphatak1964

3 ай бұрын

Also this per capita argument is so illogical. Just per capita is not a good parameter to judge if and economy is good or not because per capita only talks about how much a single person has in his pocket to spend. But, what they don't calculate is the cost of living i.e how much a person needs to spend to live a comfortable life. And cost of living in India is very much affordable compared to any US country. So the current per capita of India I would say is moderate and a marginally above than being hand to mouth lifestyle and its showing an upward trend. While the same per capita vs affordability situation in any western country is almost nearing a similar situation of that of India is in right now. And it is showing a downward trend. Ex. A normal Hamburger cost around 5.5 USD in US which is around 450 INR. While the same Hamburger will cost somewhere between 150 - 240 INR which is 1.8 - 3 USD in India which is almost half the price. So even if we have less money in our pocket we can still afford a good livable lifestyle.

@yugmathakkar4023

2 ай бұрын

@keanphenglim5179 nobody cares

@ShirazHansen

2 ай бұрын

​@@paragphatak1964I know you used the burger example as an easy analogy for non Indian folk, but the thing is, burgers don't even come close to being the most accessible fast food in India, in fact you pay a premium for them! There are hundreds of other alternatives for the average guy to buy without burning a hole in their wallets.

@paragphatak1964

2 ай бұрын

@@ShirazHansen exactly, and yes I used Burger as an example, coz now its commonly known by even non Indian as well as Indians, and so both can easily compare the difference.

@totallypointlessvideos3832

2 ай бұрын

I was wondering what the hell is this guy talking about?

India is the classic example of slow and steady win its own race. The national objective of India is not only consistent development but also to see to it that the Indian people are the biggest beneficiaries of this development. That is what differentiates the Chinese model of development from India's goal of self-sufficient development or Atma-Nirbharata. India has pursued its development goals consistently even though it has seen several,changes of elected Governments and ten Prime Ministers so far with many different political parties in power in the States. India's ability to accelerate its development in the middle of so much diversity shows the real power of Democracy to generate growth in the long term consistently without the fear of disintegrating like the Soviet Union, which is the real spectre that haunts the One Party Communist State in Mainland China pursuing a liberal market economy strategy the two being sharply opposed to each other. India does not have any such fears. It's political system is perfectly well matched with its market economy. Dr. Shri Prakash

India just signed the agreement with psmc for chip manufacturing. We just started our 2nd stage N program with thorium . This will give unlimited electrical energy in the future. Things are changing .

@adolft_official

3 ай бұрын

supapawa 2020

@HimanshuMahajan-zn3nq

2 ай бұрын

​@@adolft_officialk2a

Narendra Modi is not a Hindu nationalist. He is against the colonial imperialism and fake secularism.He do the right for what is good for the world. No racist thoughts and comments please. We love him and respect him like our motherland. I wish Narendra Modi should born in America,then you can understand,how much his motto is good for the whole humanity and the world .

In continuous process of de dollarization, values of Gold will sky rocket and Indians have most personal holdings of Gold than all Central banks combined. So in that scenario, Indians may have highest GDP per capita in next 10 years if de dollarization succedds.

@ganpatsahu

2 ай бұрын

Another thing is when you talking about per capita income you need to understand the purchasing power as well for example in Uk I am making around 41 thousand pound in India I need to make only 12 thousand is enough for 4 people so I am not agree with your point per capita income. You need more research on Indian.

poverty is defined by hunger and basic resources. foolish economists always try to link it to dollar. That makes no sense because in india the costs of living for actual things is far lower than you guys can even dream. I get a haircut for 1.5 of your dollars. I pay 3 dollars per month for my cell phone internet coverage. So when the realities of costs in india become global then you will undersrtand what an investment opportunity. You maynot know that before the british came india was 27 percent of global GDP. That was for a reason and that pendulum is swining back there.

@adolft_official

3 ай бұрын

agreed, last in hunger index and forced to provide free ration for 800 million indians due to mishandling of COVID

@user-ns5sx5tw8z

2 ай бұрын

@@adolft_official Hunger index is a joke. India is ranked below Sri Lanka. Even though India was the one that gave away food to Sri Lanka to save it from starvation. India gives free ration to 800 million because if it doesn't, all the food grains that it buys from farmers through MSP will rot. And it can't stop MSP due to political constraints (farmer protests were because of that). The poor have more than enough money to buy their own food if needed. They already spend much more than that on other things.

@adolft_official

2 ай бұрын

Suddenly After COVID, food procured through MSP will rot but was safe before COVID, i think the low AVG IQ and Low PISA scores are true representation for India@@user-ns5sx5tw8z

The guest is provably wrong on India bonds - makes me wonder, if he is so wrong on something factual like that, that gives little comfort about his other, more speculative, views...

@RojaJaneman

3 ай бұрын

Don’t get ur info on india from d west. It’s always been false. They’ve been predicting a complete destruction for over a decade.

Jacob is very knowledgable and not burdened by political bias. A good balance to the host. Much appreciated.

I'm Indian and I hope India doesn't grow at breakneck pace like China and other Asian tigers. Instead, it should steadily grow at 7 to 8% every year for the next 50 to 60 years. And we would be as big as USA at that point. And we will stay there because the economy is going to be stable because of the slow (compared to Asian tigers) and steady growth.

In about 500 days, India would be totally self sufficient in power generation, and so too its entire rail network - electrified, minus a few regional meter-gauge steam or diesel lines. It's also betting really big on hydrogen - all shades.

@BallyBoy95

3 ай бұрын

2047 is not 500 days away from March 2024. 2047 is the government-set target, and the government never hits their targets.

@madsam0320

3 ай бұрын

India still suffering from rolling blackouts and imports all forms of energies including huge amounts of coals from Indonesia and Australia. The state of railways is abysmal, chronic mismanagement and lack of maintenances. You think all can be solved in five hundreds days? Wake up and smell the coffee, then do something about it instead of bragging about your fantasy.

@adolft_official

3 ай бұрын

Wrong, after Carbon tax India will crash, that's why China dominated renewables as Carbon tax is reverse colonisation to prevent developing countries to industrialise

@wanderingnomad1

3 ай бұрын

How do you know this? Is there an electrification project?

@adolft_official

3 ай бұрын

just the reverse, read carbon tax

This entire conversation is by two investors who look at countries essentially as profiteering opportunities. Here at 23:38 they talk about Japan’s returns breaking even after twenty/thirty years, and the thrust of the discussion by the guest is on how mediocre the returns have been. Yet Japan is a prosperous nation, it is extraordinarily clean, its people are polite and considerate, there is little or no crime, the hospitals, schools, roads, trains and universities are the best of class, the population is decreasing but is the healthiest with lowest obesity, they are resilient and have honed their discipline to overcome natural disasters to an extent that the rest of the world cannot fathom. Yet, the point of view of the investor is just as valid - they are in it for profits, no matter how it comes as long as it is within the legalities of the institutional system. So here are two scenarios - one of prosperity driven growth of a nation; and second, the profiteering motive of the investor. Both are valid. What the guest does not understand is that India as a nation and civilisation is interested in the first - that of prosperity. To achieve it requires India to rely on its own frameworks and not necessarily adopt the western capitalist one, or even western socialist ones. In the past, we have made the mistake of not shedding the colonial baggage and adopting non-Indic frameworks. That was a mistake and it was a disaster too. The corrective actions are in place now. It will take some amount of muddling through to get the adequate balance and the maximum throughput. These actions will not match the western templates and thus the western analyst, like these two gentlemen, will be perpetually looking up at askance. So what should the western analyst do? Well, do exactly what the Indian diaspora is doing in the west - its embedding itself in the society, it’s completely immersed and has a skin in the game in the prosperity of those nations. They speak the language just as well as the natives, are involved in politics, education, law and policy making in each of those countries. So when such an Indian analyst speaks on CNN and Fox and CBS or whatever the networks are, they do so with complete understanding of the context. Whereas these two gentlemen, and all those of their ilk, none can speak any Indian language, they have never embedded their selves in India, have a perfunctory knowledge of India, yet are surprised when their predictions about Indian trajectory fails, or is half- baked.

@seshanm54

2 ай бұрын

Of all the comments yours is the most well-thought-out..

@miwa7904

2 ай бұрын

They will not do this. These are profit mongering people. Look how they sucked US citizens dry and destroyed that society completely. The whole family system has collapsed. To fuel consumption they pushed the whole population in debts of all kinds. Now to make manufacturing cheaper they are letting the whole country run over by illegal migrants.

For a couple of foreigners basically talking about taking investment bets on India, you are fairly 'fair'. We, on the other hand, Indians who opted to remain here and build this nation, are like entrepreneurs who KNOW IT IN THEIR GUTS that they will make it, have quite a bit of evidence to shore it up but have to honestly admit there's lots still to be done.

India has today 248 millions kids in k-12 school. The digital education system now ell established where any kids can take tutorials of any subjects free of cost, in any major 26 languages.

Oil: Russia and Iran is ready to supply Food: We are food exporter...NOT importer This guy need to get his fact correct 😂

This guy is pretty ignorant. He just does not get the complexity and diversity of India. Saying it is an incredibly poor country is wrong. Many of the states are relatively well off. Yes there are a few states which are very poor. To generalize is to show your extreme ignorance. I would however agree that being ambivalent is the right thing when you are so ignorant.

@chaitanyakada1341

3 ай бұрын

Very pleased with the analysis of Western analysts. Nice to see their SHALLOW understanding of Bharath. The less they understand us, the better it is for us. A host should always stay away from POTENTIAL PARASITES.. West had feasted on the flesh and blood of Thrid World countries for centuries and FATTENED themselves and now have taken up political, financial and moral leadership of Planet Earth. Parasitism is their core skill set !

@safwaanuddin8722

3 ай бұрын

Wtf are you talking about? Do you know India's gdp per capita? It's not even $3k

@yaoliang1580

3 ай бұрын

Enjoy your fake news propaganda

@user-lb8bg6kj9m

2 ай бұрын

​@@safwaanuddin8722 Indians do not spend in USD. The purchasing power equivalent is about 9000 USD per person.

@aditimishra1322

2 ай бұрын

​@@safwaanuddin8722Doesn't really matter, you can get anything in India at a really low cost and because of so many varieties the quality is also really good. So foreigners analysing India and saying everyone is poor, is not really true. There many poor but also many rich people in India. So Per captia is not really accurate. Rather see the PPP.

The per capita GDP of India is not the same as Haiti. I think MR. Shapiro has done a very cursory study of India. Yes it is poor but it is stable and aspirational at the same time with world class educational institutions, businesses brimming with confidence and innovation. Let us see where the next decade takes India, but it will be doing better than a lot of countries he mentioned in the "Grab bag". Not to mention, India has been one of the richest countries in the world for centuries before the British loot.

Tell me one thing- why should we need to choose a side. We Indians don't want to join groups for others destruction, if for any construction works we can join group.

Indians are used to living in hot conditions, and have been living in those circumstances for a long long time. Japan is so desperate for population growth and soon all those glistening infrastructures will have no people to keep it up. IMO old growth stories of the west and Japan will soon besome the thing of the past.

@chaitanyakada1341

3 ай бұрын

Very pleased with the analysis of Western analysts. Nice to see their SHALLOW understanding of Bharath. The less they understand us, the better it is for us. A host should always stay away from POTENTIAL PARASITES.. West had feasted on the flesh and blood of Thrid World countries for centuries and FATTENED themselves and now have taken up political, financial and moral leadership of Planet Earth. Parasitism is their core skill set !

@msdadsfsx

2 ай бұрын

india fertility rate already below replacement, unfortunately india will be old before it is rich

Major AC companies r indian itself.... oversmart anyways loved ur comedy show

@user-lb8bg6kj9m

2 ай бұрын

He is talking about mass adoption of AC.

Indian stock markets are mostly internal investor driven There was a time when selling BY FIIs would negatively affect indian stocks No longer the case Domestic inflows into mutual funds are huge This is why markets are elevated bcos investors are looking at options other than real estate Moreover Mutual fund industry is pretty mature in india

I listened to this geo politics expert and immediately I can see so many holes in his arguments. 1) India has been largest Rice exporter for more than a decade and he is talking about food riots and starvation. I mean this dude does not study. 2) India has been second largest exporter of sugar for more than 10 yrs which is another staple food in the world. 3) India is either the largest or second largest exporter of many fruits like apples, banana, grapes, litchis, mangoes and oranges for over a decade now. 4) India is second largest exporter of shrimps and many sea food items 5) India is also running world’s largest scheme of free public distribution of food for almost 5 yrs now. I don’t know from where you pick up these dudes who masquerade as Geo Politics or Investment experts but don’t even research basic data about the country or subject they are talking about. Pure waste of viewers time and generating junk on KZread

@chaitanyakada1341

3 ай бұрын

Very pleased with the analysis of Western analysts. Nice to see their SHALLOW understanding of Bharath. The less they understand us, the better it is for us. A host should always stay away from POTENTIAL PARASITES.. West had feasted on the flesh and blood of Thrid World countries for centuries and FATTENED themselves and now have taken up political, financial and moral leadership of Planet Earth. Parasitism is their core skill set !

@stcoktin

3 ай бұрын

You could add: Largest producer of milk.

@akrishnan1382

3 ай бұрын

Sir let these ignorant analysts continue with their age old negative publicity about India. The sleeping giant has woken up and those who understand the reality know where India going in the next couple of decades. These guys will have to eat their own words.

@ShikharRawat-ft6yd

2 ай бұрын

They living in 60s

Migrated from India to US in 1977. Never imagined that America will be destroyed by its own people so fast in the last 16 years, since Obama was elected. Country is divided permanently in two parts. Overly pleasing minorities have serious consequences.

Farmer protest is from only one state out of 29 states and mostly an agricultural country! So it’s again shallow argument

India collapsing on itself is less likely, you forget that this is the civilization that has survived for 3000+ years despite the rest of the world constantly invading it. Such a civilization will not collapse on itself.

Modi will push through big reforms in his 3rd term and the reports are in India that he will do a fourth term too. I fully expect farm reforms to be pushed through as well. PS get an Indian to talk about the Indian economy. I’d suggest reaching out to NeelKanth Mishra.

@kroychoudhury

3 ай бұрын

He has a front row seat of nuts and bolts of India’s development.. simple and analytical.

@MauldinEconomicsYouTube

3 ай бұрын

Excellent suggestion - I will do so!

@yaoliang1580

3 ай бұрын

Enjoy your empty talk

If you are discussing everything about INDIA ….. I guess it has arrived in everybody’s wishlist✌️

This speaker is so wrong or massively pessimistic on India....The REALITY is, India is growing for next 30 years

Hey man! May I know the name of the books on your selves behind u, with placed with the intelligent investor. For I can't figure out most of them! 😅

@MauldinEconomicsYouTube

2 ай бұрын

You have good eyesight! In addition to Benjamin Graham, on the shelf is The Coming Wave by Mustafa Suleyman, All In on AI by Nitin Mittal, Red Flags by George Magnus, and Conflict by General David Petraeus

@Shva927

2 ай бұрын

@@MauldinEconomicsKZread thank you

Thank you for a fair and logical assessment! India has to improve on lot and is working on it.

Economies that generate value internally will be the winners in the post globalized world, and India has heaps of it, and growing.

Pharma and IT we are number 1 and Agriculture we are number 3 and don't worry we will grow more and we not require your support. If u require support we give u support as not hate people based on their religion.

Will the US accept a India with a GDP at 70% or more of the US ? This will be the key consideration.

India is betting on non hydrocarbon based energy sources in the next 10-20 years. I think India is currently in the best position to capitalize not just on it's young demographic profile but also on the geopolitics prevailing in the world.

can indian power grid handle a billion air conditioner turned on all at once?

@ummshivam

3 ай бұрын

I guess we have sufficient projects opreational and quite few in progress . just do quick search mate .

@AdityaSingh-fu5dl

2 ай бұрын

Are you kidding These things keep upgrading time to time India is always under construction

@tyme5837

2 ай бұрын

sorry, you're right

@ummshivam

2 ай бұрын

@@tyme5837 umm appreciate it. ( you could have been bullish, you are a nice guy mate)

@totallypointlessvideos3832

2 ай бұрын

pib.gov.in/PressReleaseIframePage.aspx?PRID=1992405#:~:text=The%20present%20installed%20capacity%20of,MW%20of%20Renewable%20Capacity%20(Incl.

I like the way, these two Non Indian gentlemen discuss India, as though, they know it closely, which they don't.They should live in Our Vastly Diverse Country for atleast 12 -18 months., to know it well.

His thinking is West vs East. India’s thinking is non-Wester or Non-eastern. 🥴 We got the market, we don’t need 2nm semiconductor, we need 28nm and concrete for next 10-20 yrs.😂

21:04 .... yeah... this Princeton uni Ph.D "Geopolitical Expert" ... in a very convoluted sentance, just pitched PAKISTAN as a place to invest, "an absolute bargain" he says 😅. Just amazing analysis over here. Goes to show the sheer rot in the Ive leagues today. How is this possible?

You both are somewhat right. India would be a critical story for you guys to understand. But one thing you can certainly be assured of is that investors can't ignore India.

India will progress, cause righteousness and God support India

The problem is most investor can't recognize opportunity even if it blatantly stares at their faces....why? my guess is Biases of what a good investment is or what it supposed to be...which is kind of stupid as you will miss out niche opportunites..like in 2008 crisis...most investor couldn't able to capitalize such a great opportunity..that's what differentiates btwn a great investor from a mediocre ones.

Self reliance actually means have thrbmeans to produce in thr country, even if it does not mean 100%.... we want to have atleast a part of what we need to be produced in house so that we have the technology....

There are pockets of investment in India...bonds may be a starter

By the way, you got the whole stock investing wrong about India. eCommerce companies don't make money because sercice like UPI is free of cost for consumer. You should be looking at sectors like semiconductors, solar, hydrogen as energy, PSU banks among others to make money for you. And dont expect all Indians to get AC in their houses .

Indian companies have invested in acquiring farm land in East Africa to grow crops for export to India.

India is slow riding bus at the moment, soon it'll be a bullet train. Any investors who doesnt invest now will miss the train.

@user-lb8bg6kj9m

2 ай бұрын

Mass momentum

India has defied both the optimists and the pessimists and will continue to do so! ...How will AI affect India's tech coding/outsourcing giants?

This kind of videos are quite interesting.

If you live in South East Asia countries where there are both minorities ethnic Indians and Chinese you'll know that the Chinese are ahead of the Indians. Period!

You should factor more elaborately the uniqueness of India as a country that virtually has all the races and all the religions in the world and some very indigenous ones … since India isn’t monolithic , it’s people are quite good in working with people with entirely different religions , social structure , history , race and colours of skin . When you see so many varieties of people working together on shop floor or a IT office you get the feeling it is a different world altogether. Indians know how to accommodate and work together . That is the reason that they are most sought after migrant nationality . Also think beyond E Commerce IT and a large markets for Japanese and Koreans . We are already strong in Automobiles , pharmaceutical . The next logical focus ares are food processing , heavy engineering Chemicals . The self dependence is a much wider concept in India and besides above includes defence production . You should do an article on Self Dependent India

@MauldinEconomicsYouTube

2 ай бұрын

Great comment. A self-dependent, resilient economy is essential for national security, be it defense, food, or critical inputs, and India seems to be a leading example of how to do this the right way.

India will stand for what's best for our people ❤ No sides just national interests

I think the leadership in india and the parliament will change drastically After modi it seems that the next leader seems very optimistic and progressive and tech savy Both candidates Anamalai from South india and J sai deepak a Amazing lawyer Both are crazy smart and pretty much know everything that should be done to run a stable country

What and were usa will be if other countries start trading in mutual currency.... A less than 5 trillion or less..

Very good!

Wow good intellectual conversation in india this is what people crave for not poster type love love talk. One thing i am hoping is climbing supply chain and his talk on climate change yeah its hard to sit in putsude in places like kerala 😢

okay , looks like my fellow countrymen got this under control here.

Indian growth is on an upward trajectory. Same people who are not sure of Indian growth story will rush with cap in hand to partake in the growth pie.

What you said is part-right. Even if you count 40% of 1.4 billion with middle income and 10% of 1.4 billion with high income, that is 700 million demography of middle & high income people with 66% being youth below 35 age. So just imagine. And about rest 700 million they are the most aspirational, hard working and wage-light workforce under demographic set-up. So.....

I was hoping you would address the most severe cancer in India’s economy - corruption. The black market is thriving. Graft is endemic. Regulation and the bureaucracy continue unabated. Until the economic system becomes more transparent India will never rise above a ‘5’.

@lucyng-pellicioli916

3 ай бұрын

In India, not only is corruption rampant, which impedes development, every few minutes, a woman is raped. Go figure living (invest) in a country like this. 1.5 billion people? Until this culture on woman changes, productively, an investor should half that. Add in corruption, which is decreasing in China, what India can do with its 1.5 bln people, China can do it with less than half.

@banditonehundred

3 ай бұрын

You forgot to mention the miserable legal system

@RojaJaneman

3 ай бұрын

@@lucyng-pellicioli916considering that it’s plagued with radioactive/violent elements such as communism and jih@ d!$m, and despite having a tiny fraction of law resources/infrastructure/personnel compared to d Anglosphere, per capita crimes r significantly less. By far. If u removed just d personnel in d west, for one day, crimes would b significantly higher in d west. D comparisons r completely off and so r d conclusions. That’s y any western analysis of d East is always false. It’s y almost every single one of their forecasts never come true. They’ve been at this for over two centuries. And still can’t get anything right. According to them india was meant to have collapsed at least a few hundred times in d last century 😂😂. They have zero idea what they’re not seeing. Mainly because they’re not even looking in d right direction. And always project their own gusto and behaviors on to them. Of course it’s always gonna b false 😂

@rakeshkrishnan1099

3 ай бұрын

@@lucyng-pellicioli916 🤣🤣, delusional chinki

@adolft_official

3 ай бұрын

little pink wond dong, why inserting chyna here... insecure much?@@lucyng-pellicioli916

What is the quality of the 1.4 billion people?

@KumarKumar-fc2gc

3 ай бұрын

Better than you..who .live on burger and beer

@yaoliang1580

3 ай бұрын

Over 800 million living in poverty

@KumarKumar-fc2gc

3 ай бұрын

but not manufacturing virus@@yaoliang1580

@totallypointlessvideos3832

2 ай бұрын

​@@yaoliang1580you are 20yrs out of date

@msdolly6101981

2 ай бұрын

No fentanly addicts roaming our streets 😅

Good intelligent take on india,

@RojaJaneman

3 ай бұрын

What??!! 😂😂

@PatSen

3 ай бұрын

Hahahahah Oh my!

No one having birth certificates 20 years back😂. You guys are seriously deluded or just plain India bashers. I am 40 and I had my birth certificate issued to me then so too my father who is 70 years old and he too has the birth certificate from 1950s. Man, we didn't issue paper certificate for COVID vaccine like you did😂. We had digital certificate with batch number, QR code of vaccine issued, date, time and place issued to us digitally.😊

When people point out the low per capita GDP of India, which is a fact, they ignore the fact that GDP per capita of India grew by over 8% CAGR in the last 10 years. A country which is estimated to double it's economy in the next 5-6 years, with a TFR of less than 2.1% will more than double it's per capita GDP in that time....as an investor that's what I would bet my money on, for growth, rather than just focus on low PC GDP at present...his assessment is too simplistic.

Dude I'm Indian, I have fairly large portfolio of long term least risky large cap assets all invested in Indian market. Still I'm up by 50% in just 1 year. You have no idea what is happening on ground. Don't fall for WSJ, NYT and BBC reportings, the ground realities are far different.

We Indians love International naysayers since they continue to doubt us and we continue to prove them wrong....😁 Btw...Modi's here to stay for at least another 10 yrs and even after tht we hv strongman in place...so u better adapt with this changing India...

@wanderingnomad1

3 ай бұрын

Indians also hate criticism and self-reflection. They like living in denial. I'm an Indian myself.

@arunsar7893

3 ай бұрын

"even after tht we hv strongman in place" - No you don't.

@wanderingnomad1

3 ай бұрын

@@keanphenglim5179 what country are you from? can u suggest howe India can improve itself.

@pilotcyborg.gaming

2 ай бұрын

@@keanphenglim5179 keep crying

@shrin210

2 ай бұрын

@@arunsar7893 If you haven't realized. Right now the Parliament is crowded by RSS workers. You will not understand RSS leaderships. 😁

iKea took nearly a decade to open its first store in Hyderabad, and that was furniture, not complex electronics instruments. So, Jacob's comment regarding border conflict and electronic components supply is interesting in the light of the push by Apple to move manufacturing to India. At the basic street level, India has always been very 'lossy'.

Interesting conversation, Mr. Jacob Shapiro is right about the low per capita Income and still there are poverty in India, but may be I like to highlight India has completely overcome extreme poverty. But couple of things I don't agree with him, because I think he don't have a very clear idea about the ground reality of India. Most of the countries in this world are religiously motivated, Western countries are influenced by Christianity, even if the oldest democracy like US, middle east by Islam and if in India a major population follows a particular religion where is the problem? Hinduism is more than 14k years old religion present in the Indian sub-continent, hence it's dominant there, some major religions were brought to India mostly by Invaders/looters (Primarily Islam & Christianity) yet India is one of the very few countries where every religions have given equal constitutional rights, like Hindu, Islam, Christians, Buddhist, Sikhs, Jews, Parsis, Jains and many more living in harmony and everybody is a nationalist like Mr. Modi. India is not like China where more than 1600 masques has been demolished (as reported by Turkish media), yet western world is silent about it, but Mr. Jacob found issues in religious harmony in India. He talked about poverty in India, which was primarily caused by Christian & Muslim Invaders, British looted 45 trillion USD worth from India (if he checks out the data of India's contribution in global GDP before and after British rule he will understand) and yet India is world's 5th largest economy in just 76 years. Mr. Jacob said Mr. Modi didn't live up to his promises in lots of areas but not mentioned many. Mr. Modi had lots in his plate to resolve than looking into "BONDs", he will focus on that as well and by the way he delivered lots of Promises like Mass Toilet, bank Accounts for all, electricity for all, cooking gas for all, digital economy, he solved Kashmir issue permanently, he controlled terror activities etc . Farmers protest is a purely political issues and he have handled in very well, India is not BRUTAL like other countries while handling own citizens. In 2020-21 India's Agricultural export grown 17%, it wouldn't be possible if farmers were not co-operating. Do you think there is no farmer protest in Europe??? Think again, there are recent cases and it's much more brutal than India and I think that should be a comparative parameter. I think more than India the Western world need to be more concerned about global worming and time will tell us who buys Air Conditioners from Japanese. Lastly, do you think Western countries doesn't have border issues?? In spite of dispute India and China they have strong trade (more than $136 BIL USD in 2023) In a nutshell I think the ground reality is not exactly the same as Mr. Jacob described and India is not a middle man, it's called effective diplomacy. Really liked to see the mixed opinions as the the world now considered India as a matter of discussion (In a positive way mostly), India & Indians across the globe earned it. Liked your podcast, keep up the good work.👍

@MauldinEconomicsYouTube

2 ай бұрын

Thank you for this thoughtful and informative comment - much appreciated! -Ed

India is growing with internal saving rate and investment of 30% of GDP.

@adolft_official

3 ай бұрын

lowest saving of 5% in last century

We import less but we are exporting more even in food supplies last year we cut down rice export due to our monsoon cycle bad but our capacities full of next 2 years .

The infrastructure needs are great in India. Wouldn't investment in that sector be one of the growth engine? That is, should foreign investors be willing to finance them. Would they not?

🙏

Modi is India's best Leader ever, Please note this is no exaggeraton. It wouldn't be a wrong statement to say - "India has developed at a more rapid pace in the past 10 years under Modi, than it than it did for all of past 60 years before that". And Modi is still in his "Golden Years", His Political Party will still remain relevant for next 15 - 20 years atleast. The Challenge India faces is to ensure Development within this Period, WIthout being involved in any Border Conflicts, Internal Conflit or World War.

Green energy, Semiconductor, IOT, new Digital Solutions to the administration, Infrastructure Solutions, Logistic Solutions, etc are the right market to invest.

Not impressed with Ben Shapiro.He is not conversant with post independence India and its politics like most Americans. Modi has achieved more in the last 10 years than what happened in the previous 70 years. What with all the entrenched vested interests. India has not had a non corrupt leaders who can get things done. But he is right about if not Modi then who? I think he is running India down in place of Indonesia or Vietnam. He will be wrong.

@masthan001

3 ай бұрын

hope you've seen the verdict on the electoral bonds...

@crusoerob8550

3 ай бұрын

@@masthan001 and how are the two related?

@arunsar7893

3 ай бұрын

@@masthan001 BJP spent 6 times more money in 2019 campaign than the all electoral bonds donation to all parties combined. People who think that electoral bonds are a sign of huge corruption or quid pro quo are naive. The opposition parties can spin it that way but that isn't true.

@masthan001

3 ай бұрын

@@arunsar7893 jokers like you who wont focus on the extortion carried out with ed, cbi n it are bhakths masquerading as 'intellectual' thinkers. go on, drink gaumutra, continue.

@masthan001

3 ай бұрын

@@crusoerob8550 are you a school boy? or, a hypocrite settled in the us or eu and commenting?

Life is a contridiction and so is India.

In 2004 I coined this phrase. Indians are the bridge between east and west which CCP had no interest in due to their delusional world dominance mantra. ( it came as an extension of V the bridge. I once remarked to my organizational colleague " I am the bridge between scientists and engineering". So she coined it V the Bridge)

New Delhi: India is a median 16.5 years behind China on broad business and economic parameters, according to latest research by brokerage firm Bernstein, Business Standard reported

Corruption kills everything.

I am from India. It looks good on paper. This demographic advantage is frittered away here,as there is no employment opportunities in India for the young. Like America,our manufacturing industry is not great. Service industry is ok. That's why the youth are desperate and go to Israel and Russia to fight. The ruling party cooks up every statistics and paint a glorious picture. Do not be deceived by it. Ground realities are very different. Crony capitalism and no respect to rule of law are daily reminders of the state of affairs.

@AdityaSingh-fu5dl

2 ай бұрын

As more and more manufacturing come and economy grow more employment will come in different sectors Private and Government

@user-ns5sx5tw8z

2 ай бұрын

I have no idea what rule of law issues you are looking at. It has definitely improved significantly compared to 20 years ago. Do you recall how frequent rioting and other violence used to be 20 to 30 years back. And how blatant misuse of political power used to be back then? If not, ask your parents, uncles and aunts.

@natramesh51

2 ай бұрын

This typical Indian attitude to berate one’s own country in front of a foreigner! No country is perfect and there are worts in every system & country. We are a relatively young democracy but is also one of most diverse! Atleast we have in 75 year history, a new leader who is charting a strategy & vision for becoming top 5 country in the world. Corruption - blatant or hidden - is everywhere in the world and if we all pull together we can discard the old systems that are outdated & useless and herald in new ones . Digital India is changing the nation and making as all tech savvy! UPI is a breakthrough technology as was Aadhar & PAN cards. So stop belittling the change and help accelerate it for all to benefit. If you cannot do anything but be a cynic, remember 1.4 billion are not waiting for cynicism and naysayers!

@shubhishukla-ut5kv

2 ай бұрын

@@natramesh51 When we question the government, which is our right as citizens of a democracy, we should also question ourselves. It's important to acknowledge that we have never seen countries like "Clean America" or "Clean China," but we instead have initiatives like "Swachh Bharat" in India because we ourselves make our country dirty, a land which we refer to say a mother, BHARAT MAA. The slogan "Beti Bachao, Beti Padhao" is shameful because it implies that we need to save and educate our daughters, half of our population is in danger, uneducated and also attempted to made un-alive even before being born, when in reality, we should never even think about harming them. Unfortunately, this mentality is a result of the people's actions, no government has come to your house to request this. In times of trouble, some choose to bribe the police instead of trusting the legal system. However, we must recognize that this behavior perpetuates corruption and that we, as individuals, have a responsibility to uphold the law. It's also unacceptable to have more children than we can afford to raise properly. Undernourished, underdeveloped, and uneducated children become liabilities to the nation rather than assets. While we can write endless points about our country's issues, we must realize that it's our responsibility to fix them. The government can only facilitate our endeavors, but it's up to us to make our country great. Questioning the government is our right, but being a law-abiding and responsible citizen is our duty, which many of us fail to recognize.

@natramesh51

2 ай бұрын

@@shubhishukla-ut5kv no one is disputing one’s right to question! You lost the point I was making. Why do it in a foreigner’s channel who is berating India and us! So we are pouring our own oil to a foreigner’s fire. He can criticize us - that’s his right but should we also be “colonial” and accept his half baked assessment? Has he come to India, stayed here long enough to understand what a big country it is and how diverse we are religiously, linguistically, etc. Also you sound like a city dweller not one who has gone to rural parts to see what they do and how they live and how they discriminate against girls etc! Certain minorities and certain tribals have not seen a school or allowed children to a decent education. Modiji is the first PM who is practicing inclusiveness. Give it time as change cannot happen in just a few years but over decades in our country. I was born in a village, grew up in one, and was in kheti baadi life, but luckily went to school, saw what life can be and strive to achieve something. This same story should be for every child in India - regardless of caste, creed, religion or societal status. That’s what I think this Govt is striving to achieve.

4:11 not sure if it matters for the broader discussion but the GDP of India is 50% higher that Heiti’s

after 2014 it is not same India.. majority of the changes whatever we have seen most of the stuff happened in last 10 years..

74% of AC market share in india is held by Indian brands Like voltas and bluestar

1:34 that's India. It is just too inheriently divided along religious, lingustic and religious reasons to have the discipline to truly industrialize.

we don't print $ which is about to get screwed soon, also by PPP we are at better position, as People in US just live pay check to pay check or credit cards, you need more GDP to purchase the same thing..

India is the same GDP as China in 2008 so low per capita GDP is hardly an argument against investing. India's per capita GDP is 7 times higher than the year 2000 also.